Thank you Dear! well taken,!
My take is Protecting profits is important… in fact I have been doing that to some extent … I keep resizing my both defence and railway stocks as the corpus grow and shifting to some pvt stocks or even other PSU stocks where where i find deep value.
As of today my portfolio is almost equally divided between pvt and PSU. But my basic theme remains the same as of today.
Overweight on Capex driven , infra , renewable , Railway , defence…
Underweight on Pharma , IT, FMCG, banking
And I have MF investments through SIP which is on going which I never stop whether bull or bear
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